InterActive Legal is a proud sponsor of the 13th Annual Florida Tax Institute!  The three-day Institute features programming delivered by nationally recognized speakers devoted to individual income tax, entity tax, and estate/gift tax.  It is designed to be practical, informative, engaging, and innovative. The Institute draws attorneys, accountants, trust officers, estate planners, insurance and financial planners, appraisers, and planned giving professionals from across Florida and the United States. The Institute continues to build on the exceptional success of the previous institutes.

This program provides invaluable insights into the complexities of managing
disbursements within trust administration, with a focus on special needs trusts. Delving into the intricacies of fiduciary responsibilities and legal considerations, this resource equips trustees and administrators with strategic approaches to efficiently navigate disbursement challenges. From balancing beneficiaries’ needs and desires to complying with regulatory frameworks, this guidance ensures prudent decision-making to safeguard trust assets and uphold the trust’s objectives effectively.

The NJ NAELA UnProgram will be an entirely interactive day. The program is structured in small break-outs organized around particular topics with a facilitator in each room. The major topic areas will be Medicaid, Trusts, Guardianship, Facility related issues, Special Needs, Taxation, and MORE!

Be sure to visit InterActive Legal’s exhibit booth to connect with our Regional Sales Consultant, Lisa Briley, and discover how our comprehensive planning and drafting system can support your elder law practice. InterActive Legal’s robust Elder Law Planning™ system is designed to guide you through every stage of the planning process, helping you efficiently prepare documents and implement modern Medicaid strategies that maximize benefits for your clients.

InterActive Legal is a proud sponsor of the Tulsa Estate Planning Forum

The Tulsa Estate Planning Forum is a multi-disciplinary organization of over 100 of the top professionals in their respective field who share a common belief that a client is best served by the team concept of estate planning and financial planning. Members include attorneys, trust officers, accountants, insurance and financial planners, planned giving professionals, as well as allied professionals.

This event is co-sponsored by the Probate & Estate Planning Section of the State Bar of Michigan. The purpose of the Probate & Estate Planning Section is to enhance and improve the practice and administration of law pertaining to probate; trust and estate planning, and administration; guardianships and conservatorships (including planning alternatives); and tax planning.

Since 1989 NAELA has set the national standard in elder and special needs law education. As the organization that literally wrote the book on this field, NAELA’s Annual Conference is more than an event—it’s a cornerstone of professional excellence and innovation. Each year, the Conference draws the most respected voices in the legal community, offering an unmatched opportunity to engage with thought leaders, explore groundbreaking legal strategies, and earn top-tier Continuing Legal Education. This is where the future of elder and special needs law is shaped.

InterActive Legal is a proud sponsor of the 50th Annual Advanced Estate Planning & Probate Course from the Texas Bar Association. Be sure to stop by our exhibit booth and let us show you why Estate Planning professionals turn to us as their main resource for the latest planning strategies.